Allen
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Joined: Oct 1999
Posts: 8,856
Ohio USA
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Report: Intel Will Build DG2 [GPU] at TSMC on ‘Enhanced’ 7nm Node
According to Reuters, Intel intends to manufacture DG2 — its upcoming consumer graphics card — at TSMC, on an enhanced 7nm node that hasn’t even been named yet.
Intel CEO Bob Swan gave interviews ahead of CES 2021, in which he appears to be charting a middle ground between Intel yanking all of its current third-party semiconductor manufacturing back into its own fabs and going purely fabless. According to Swan, Intel’s goal is to maintain maximum flexibility in its approaches.
Any attempt by Intel to shift its business to TSMC wholesale would also require a dramatic capacity expansion on TSMC’s part.
The problem is: Now that Intel in-house manufacturing is having major issues, they will buy TSMC GPUs (and maybe CPUs). That may mean less TSMC availability for AMD and, perhaps, higher costs at the consumer level.
